Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bachus, Johnson to Steer Dodd-Frank’s Path
By Melanie WaddellRep. Spencer Bachus, R-Ala., was elected on Dec. 8 to serve as the new Chairman of the House Financial Services Committee, replacing Rep. Barney Frank,…
December 29, 2010
Outlook 2011, Tax Planning: Big Changes From Tax Bill; Extended DeadlinesIRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.
December 29, 2010
Year-End Tax Strategies Advisors Can Still Recommend to ClientsSteps to take as 2010 ends to maximize client deductions, limit taxes paid.
December 29, 2010
Top CEOs Ask Obama for 'Repatriation Tax' HolidayThe move would help them tap more than $1 trillion of offshore earnings.
December 28, 2010
Top Five Wealth Management News Stories of 2010: AdvisorOneExtension of Bush-era income-tax cuts for two years, and clarity on estate, gift and other wealth transfer issues top the list of must-read wealth management articles for 2010.
December 28, 2010
Outlook 2011, Global and U.S. Bonds: Europe Debt Woes May Affect U.S., Says T. Rowe Price's LevensonFixed income more attractive as rates lift; global and local risk and reward.
December 23, 2010
GAO Gives Thumbs-Down to U.S. Financial Statements (for the 14th Time)Government Accounting Office can't issue an opinion due to issues at Defense, Homeland Security and Labor departments
December 22, 2010
Generation-Skipping Tax: How to Save $20 Million Before 2011Clients have big assets to transfer? Better postpone that ski vacation!